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What would have to go right.

The four candidates scheduled for testing, modelled to break-even. Every figure below derives from one assumptions block, so the charts and the table can never disagree.

This is a break-even model, not a forecast. It answers how much would have to go right for each business to matter — it does not claim any of it will happen. No test has been run, so the cost of acquiring a customer is still unknown, and that single number decides all four outcomes. Treat the shape as informative and the levels as provisional.
01

Where the money goes

Every order pays for acquisition, payment processing and AI fulfilment before it pays you. At a mid acquisition cost, this is what is left.

40% 55% Construction Takeoff $499 order 8% 88% Supplement Claim Substantiation $2500 order 44% 50% HOA Document Review $189 order 21% 75% CAM Reconciliation Audit $799 order Cost per customer Payment fees AI fulfilment Kept as profit

Order value and click price together decide this, not either alone. Supplement Claim Substantiation keeps 88% of every order because a $200 customer is small against a $2500 sale. HOA Document Review keeps just 50% — a $83 customer against a $189 order. Note that the cheapest thing to sell is not the safest: HOA Document Review survives a low price only because its clicks are the cheapest of the four at $5.

02

The break-even lines

Monthly profit against orders per month, at a mid acquisition cost of $200. Where each line crosses the dashed rule is the volume needed to clear $10,000 a month.

-$4k $0 $4k $8k $12k $16k $10,000 / month target 0 10 20 30 40 50 60 Orders per month Construction Takeoff $276/order · 38 orders Supplement Claim Substantiation $2k/order · 5 orders HOA Document Review $95/order · 108 orders CAM Reconciliation Audit $601/order · 18 orders

Steeper is better: fewer orders for the same income. Supplement Claim Substantiation is steepest by a wide margin at $2,207 a sale, which is the whole argument for it — 5 orders a month clears the target, against 38 for Construction Takeoff and 108 for HOA Document Review.

03

How much the customer can cost

The same target, at three acquisition costs. Dotted rules mark what one person can physically fulfil in a month; bars in red exceed it.

0 184 368 552 736 920 29 38 135 Construction Takeoff solo ceiling 240/mo 5 5 6 Supplement Claim Substantiation solo ceiling 60/mo 80 108 914 HOA Document Review solo ceiling 288/mo 16 18 24 CAM Reconciliation Audit solo ceiling 180/mo Cheap clicks (1 sale per 10) Mid (1 per 17) Expensive (1 per 33)

This is the chart that decides the programme. If clicks convert at only one in thirty-three, HOA Document Review stop working — either the margin turns negative or the volume needed exceeds what one person can deliver. Construction Takeoff, Supplement Claim Substantiation and CAM Reconciliation Audit still clear the target on volume a single operator could actually handle. That asymmetry, not the score, is what the test order is built around.

04

Twelve months of cash

Starting from $5,000, with $3,000 spent on the test programme and orders ramping to the sustainable level over eight months.

$0 $20k $40k $60k $80k $100k M0 M2 M4 M6 M8 M10 M12 Months from first test Construction Takeoff $88k at month 12 Supplement Claim Substantiation $93k at month 12 HOA Document Review $86k at month 12 CAM Reconciliation Audit $91k at month 12

Each is capped at the volume that clears the target, so the lines converge by construction. What differs is the slope and the depth of the trough — how long you fund the business before it funds itself. Supplement Claim Substantiation climbs fastest because it needs only 5 orders a month to get there.

05

Why the rest died

These four are what survived screening of all 335 candidates.

263 REJECTED Already free 218 · 83% Incumbent owns channel 48 · 18% Requires a license 38 · 14% Buyer unreachable 23 · 9%

Four in five rejections were the same failure: someone downstream earns a larger fee and gives the deliverable away to win it. Any model above is worthless if the candidate cannot clear that filter first.

06

The full model

Assumptions: Stripe at 2.9% + $0.30, fixed costs of $250/month, and 120 productive fulfilment hours a month for one person.

Per orderConstruction TakeoffSupplement Claim SubstantiationHOA Document ReviewCAM Reconciliation Audit
Blended price$499$2500$189$799
Payment processing−$15−$73−$6−$23
AI fulfilment−$8−$20−$5−$8
Gross per order$476$2407$178$768
Orders per month to clear $10,000 net
If acquisition is cheap ($80)2958016
If mid ($200)38510818
If expensive ($450)135691424
Capacity as one person
Minutes to fulfil one301202540
Solo ceiling per month24060288180
Headroom at mid cost12×10×
Net per year at mid cost, if volume is reached $120k$120k$120k$120k

Read the middle block, not the bottom one. Any of these clears roughly the same income if it reaches volume, so the real question is which volume is believable. 5 substantiation files a month is a plausible year-one business. The same income from $189 condo reviews means 108 of them — a different job entirely. Conversion rate is the one unknown that decides all four, and no test has been run yet — which is exactly what the $3,000 programme buys. One structural point in favour of all four: payment is taken at or before delivery, so there are no receivables and no working capital tied up.

Three things this model cannot score. Whether frontier AI commoditises the deliverable — defensible, but only through choices made on day one. Whether the buyer exists at all: every candidate here has survived screening, but screening is not a sale. And what the work actually feels like — 38 contractor conversations a month is a different life from 5 conversations with supplement brands, at the same income.